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CFP
CL
CFP

Christopher Leslie

Godsey & Gibb Wealth Management
9 Years of Experience
Richmond, VA
1 Disclosure
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Christopher Leslie is a CFP-designated registered investment advisor at Godsey & Gibb Wealth Management, based in Richmond, VA, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 831 clients with $1.6B in assets under management.

Godsey & Gibb Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
831 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Account minimum, annual fee, and fee schedule are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6806 Paragon Pl, Ste 230, Richmond, VA, 23230

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History

Regulatory History (1)
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Criminal
January 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Godsey & Gibb Wealth Management
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2012 - September 2017 · 4 yrs 10 mos
TD Ameritrade, INC.Broker
September 2011 - September 2012 · 1 yr
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.
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